Introducing Jennifer Massel

I believe most clients do not have the time or expertise to be their own financial planner. My responsibility is to make sense of the complexities of the financial world and condense it into meaningful and effective solutions to meet your needs. For over twenty years, I have been providing financial planning advice and wealth solutions to ensure clients' security and success in an ever-changing world. As a Certified Financial Planner(CFP®), I take a very disciplined approach to developing customized and detailed plans and provide regular reviews and modifications as needed. I realize that focusing on financial planning and service for clients requires being at a firm with a priority of putting client needs FIRST, and having access to improved market research and technology. I have the expertise we need to execute effective financial plans and manage money better.

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Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

Jennifer Massel
Jennifer Massel, CFP®
Financial Advisor
Marilyn Buehler
Admin Manager

Raymond James Ltd.

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Helping you manage your financial success
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Helping you establish and oversee a variety of plans
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Trusted and comprehensive guidance to support your needs and corp...
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Trusted and comprehensive guidance to support your needs and corp...
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Niches